Beverly J Vanhoveln Testamentary Tr

Private foundation · Grantmaker Hamilton, OH EIN: 36-7362143
N/A

Beverly J Vanhoveln Testamentary Tr is a private foundation focused on N/A, based in Hamilton, OH. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $15K in total assets. In 2025, it made $76K in qualifying distributions. Net investment income was $72K.

Key facts about Beverly J Vanhoveln Testamentary Tr

EIN
36-7362143
Latest 990 filing
Form 990-PF, 2025
Total assets
$14,787

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$15K

-24.6% YoY

Revenue

$104K

-0.5% YoY

Qualifying Distributions

$76K

+15.1% YoY

Expenses

$109K

+14.1% YoY

Under IRS private-foundation payout rules, Beverly J Vanhoveln Testamentary Tr reported a distributable amount of $211K for 2025 — the minimum it must pay out in qualifying distributions.

How Beverly J Vanhoveln Testamentary Tr gives

  • Giving held roughly steady from 2020 to 2023 (−8%). Method
  • In 2025 it paid out 36% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Cities

Hoffman EstatesLongviewOklahoma CityWashingtonWatseka

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K5 grants2020 5 grants2021 5 grants2022 5 grants2023 0 grants2024 0 grants2025

From 2020 to 2023, annual grant giving ranged from $62K (2023) to $106K (2022). In 2023 it made 5 grants totaling $62K.

Grant Insights

How this funder distributes its grants

Grant Size Distribution

15 grants across all recorded years

14<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 14 grants of 15 (93%).

Giving History

Grant recipients and amounts by year

No grants recorded for 2025.

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$14,787$19,611$10,456
Revenue$103,917$104,437$105,299
Expenses$108,741$95,282$98,132
Qualifying Distributions$76,270$66,246$65,168
Net Investment Income$72,365$76,544$72,589
Distributable Amount$210,978$168,868$165,074

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS January 13, 2022)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS August 8, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS October 31, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 29, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
  7. IRS filings on file for fiscal years 2020–2025

Frequently asked questions about Beverly J Vanhoveln Testamentary Tr

How large is Beverly J Vanhoveln Testamentary Tr?

Beverly J Vanhoveln Testamentary Tr reported $15K in total assets on its 2025 IRS Form 990-PF. It paid out $76K in qualifying distributions that year, against a required minimum of $211K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What is Beverly J Vanhoveln Testamentary Tr?

Beverly J Vanhoveln Testamentary Tr is a private foundation focused on N/A, based in Hamilton, OH. It holds $15K in total assets as of 2025.

Where does Beverly J Vanhoveln Testamentary Tr operate?

Beverly J Vanhoveln Testamentary Tr has awarded grants in District of Columbia, Illinois, Oklahoma, Texas.

What is Beverly J Vanhoveln Testamentary Tr's EIN?

Beverly J Vanhoveln Testamentary Tr's EIN (Employer Identification Number) is 36-7362143. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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